Create a Grade-Based Value by Criteria Definition for a Salary Basis Rate Definition

The grade-based performance award rate value identifies hourly workers with a grade of M1, M2, or M3 using value by criteria conditions.

1. On the My Client Groups > Compensation page, click the Values Defined by Criteria task.
2. On the Values Defined by Criteria page, create the Hourly Staff Performance Award value definition.
   1. On the Criteria and Values toolbar, click the Create icon.

   2. On the Create Values Defined by Criteria dialog box, complete the fields, as shown by these example values.

      Field	Value
      Name	Grade-Based Performance Award
      Effective Start Date	1/1/00
      Legislative Data Group	US LDG
      Use existing range group	Select
      Value Definition Group	Any value, such as Workers Compensation

   3. Click OK.
3. On the Create Values Defined by Criteria: Grade-Based Performance Award page, configure the value definition criteria.
   1. Select the Grade-Based Performance Award row.
   2. On the toolbar, click the New icon.
   3. On the Create Calculation Value Definition dialog box, select Criteria.
   4. Click OK.

   5. On the Create Criteria dialog box, complete the fields, as shown by these example values.

      Field	Value
      Calculation Value Definition Name	Pay Frequency
      Value Definition Group	Any value, such as Performance Award
      Retrieval Date	Effective Date
      Sequence	1
      Database Item Name	PER_ASG_HOURLY_SALARIED_CODE
      Display Name	Pay Frequency
      Operand	=
      Literal Value	H

   6. Click OK.
4. On the Create Values Defined by Criteria: Grade-Based Performance Award page, create the M1, M2, and M3 criteria definitions.
   1. In the Criteria and Values table, expand the Grade-Based Performance Award row.
   2. Select the Pay Frequency = H row.
   3. On the toolbar, click the New icon.
   4. On the Create Calculation Value Definition dialog box, select Criteria.
   5. Click OK.

   6. On the Create Criteria dialog box, complete the fields, as shown by these example values.

      Field	M1	M2	M3
      Calculation Value Definition Name	Grade = M1	Grade = M2	Grade = M3
      Value Definition Group	Any value, such as Performance Award	Any value, such as Performance Award	Any value, such as Performance Award
      Retrieval Date	Effective Date	Effective Date	Effective Date
      Sequence	1	2	3
      Database Item Name	PER_ASG_GRADE_NAME	PER_ASG_GRADE_NAME	PER_ASG_GRADE_NAME
      Display Name	Grade	Grade	Grade
      Operand	=	=	=
      Literal Value	M1	M1	M1

   7. Click OK. Repeat these steps twice, to add the M2 and M3 calculation value criteria.
5. On the Create Values Defined by Criteria: Grade-Based Performance Award page, create the M1, M2, and M3 value definitions.
   1. In the Criteria and Values table, expand the Grade-Based Performance Award row.
   2. Select the Grade = M1, M2, or M3 row.
   3. On the toolbar, click the New icon.
   4. On the Create Calculation Value Definition dialog box, select Value.
   5. Click OK.

   6. On the Create Value dialog box, complete the fields, as shown by these example values.

      Field	Value	M2	M3
      Calculation Value Definition Name	M1	M2	M3
      Value Definition Group	Any value, such as Workers Compensation	Any value, such as Workers Compensation	Any value, such as Workers Compensation
      Retrieval Date	Effective Date	Effective Date	Effective Date
      Calculation Type	Flat Amount	Flat Amount	Flat Amount
      Periodicity	Annually	Annually	Annually
      Unit of Measure	Money	Money	Money
      Currency	USD	USD	USD
      Flat Amount	700	750	800

   7. Click OK. Repeat these steps twice, to add the M2 and M3 calculation value definitions.
6. On the Create Values Defined by Criteria: Grade-Based Performance Award page, create the default criteria.
   1. Select the Grade-Based Performance Award row.
   2. On the toolbar, click the New icon.
   3. On the Create Calculation Value Definition dialog box, select Criteria.
   4. Click OK.

   5. On the Create Criteria dialog box, complete the fields, as shown by these example values.

      Field	Value
      Calculation Value Definition Name	Default Condition
      Value Definition Group	Any value, such as Workers Compensation
      Retrieval Date	Effective Date
      Default Criteria	Select

   6. Click OK.
7. On the Create Values Defined by Criteria: Grade-Based Performance Award page, review your value definition.
8. When you're ready, click Submit.
9. Click Done.